저자: Virtual Finance · 외국인
다듬은 글
as you remember in 2008 2009 with the world had a bad problem because of too much debt since 2009 the debt oh the dead everywhere has skyrocketed him so the next problem has to be the worst in my lifetime because the debt is far far far the worst in any of our lifetimes so when we have a problem it has to be very bad next time I think that's just simple analysis of what's going on in the world and how markets work we've had the U.S printing huge amounts of money the Japanese the head of the bank of Japan said he would print his word unlimited amounts of money and they've all been printing huge amounts of money and that has always led to inflation it's leading to inflation again American Central Bank says no don't worry we're not going to have inflation and then they said it was transit to us temporary these guys don't have a clue what they're doing I think history is very clear that printing a lot of money always leads to inflation we have that inflation it's going to get worse they may make some efforts to calm it down and they will but as long as they print money and as the economies get bad again they're going to print more money you need to find ways to protect yourself whether it's silver or sugar or rice whatever it is you need to be aware of how inflation can hurt and that it's going to go on it takes a long time to break it you know in the 70s interest rates in America on treasury bills treasury bills went to over 20 percent because things were so bad that the central bank had to do really strong crazy things to break inflation they did but it took a lot of very serious efforts and it will again the investors always should only invest in what they know do not listen to other people do not listen to Hot Tips if you want to be successful stay with what you know everybody knows a lot about cars or fashion or something if you say with what you know then you know what to do when things go wrong and you know how to react if you start listening to Hot Tips you're gonna suffer badly I will tell you what I'm doing but you should not do what I do unless you know a lot about them bonds are certainly in a bubble all over the world they've never been this expensive property in many places Korea New Zealand parts of India property's been in a bubble because of low interest rates some stocks have been forming bubbles you know 10 cent Samsung stocks never go down the only asset class I know that's cheap is Commodities I mean silver silver is down 70 percent from its all-time high Sugar's down 70 percent these are not bubble prices these are the assets that are still very low and when you have inflation if you own the things that go up in price you make money and when there's inflation real assets commodities usually go up well I own energy I plan to buy more the world known reserves of oil continue to decline all over the world fracking came along and helped stop that decline but the fracking bubble has burst now we still have fracking but it's not a bubble anymore so known reserves continue to decline we may have electric cars in the future but if we do electric cars use many times more copper and lead and lithium than no petrol cars so either way there's going to be more demand for Commodities whether it's petrol cars or electric cars so they're still increased demand and nobody's been opening lead mines for a long time so there will be more opportunities in Commodities and in energy I understand some Emerging Markets have a lot of energy some have no energy and some must buy energy if you are an emerging market that has energy you're going to do well if you're an emerging market that buys energy you're going to suffer depends on what assets you have uh as I look around well Uzbekistan is a market where I've started buying on Emerging Market recently most of the emerging markets were up a lot now they've come down and I'm looking as I said Uzbekistan as an Emerging Market where I've started buying shares and I'm looking I'm always looking for new markets well Uzbekistan is a former Soviet Republic you know they were ruined by the Communists uh and the guy who was running Uzbekistan was one of the worst but now there's a new crowd of people and they're trying to open the economy and run it the way you would run it or the way I would run them it's very cheap lots of Natural Resources lots of tourists resource oh my gosh it's a great tourists potentially a great tourist country and many things there and maybe they're going to be managed properly now and maybe it's I know it's very cheap and if it's managed properly now maybe I'll make some money well I certainly don't like what the US is doing in China the U.S seems to hit hit when a country has problems they always blame foreigners and China is easy to blame it's big and different and Mr Trump and now Mr Biden both like to blame China for our problems and there's more of that is not good for the world it's not good for America it's not good for China but the way politicians work all over the world for hundreds of years and I'm afraid it's going to get worse because when the world economy gets worse more blame is going to go around China has been somewhat restrained but China's heading back now they have to so no it's not a good situation I mean it could lead to a shooting War it's not a prediction I'm just saying though when people start hitting each other some people just turns into more than just a trade War it might turn into a shooting War China is going to be a very successful country in the 21st century doesn't mean it won't have problems America became the most successful country in the 20th century but along the way we had many depressions massacres in the streets Civil War we had many problems but we still became a very successful Nation China will have many problems but in my view I don't see anybody else who can be as successful as China in the 21st century well if with one things it makes it more competitive it makes it easier to sell to the U.S it also means that you're the things you buy such as raw materials will be up in price so it as of serious effect on many countries but it can help countries be more competitive at least in the short term that will help people sell to the U.S and sell to other countries too since many nations feel in U.S dollars first of all I don't like to believe and believe I don't like to make investments based on belief I try to make my investments based on hard research and fact-finding and find out what is really going on not what I believe or not what I want many people are trading cryptos and making money part of the problem of course is that many have already disappeared many many cryptos have gone to zero already there's still many around in my view now the crypto Bulls the crypto optimists say that this is going to be the new money now every nearly every country in the world is working on putting money on the computer in China you cannot you cannot buy a taxi take a taxi with money you have to have your computer money you cannot buy an ice cream in China with money you have to put it here but when America says okay this is now money I don't think that the American government is going to say but you want to use that you can use that money too if you want to that's not the way politicians and bureaucrats think they want control they want power so I would suspect that crypto money will not be legal in most countries we will have crypto money but it will be government crypto money so I've never bought a solo I want to emphasize that people should invest only in what they know not what other people tell them not Hot Tips only stay with what you know if I told you you can only have 20 investments in your life be very careful and you'd probably be a very successful investor over the long term over the years some people say well that's boring be boring if you want to be a successful investor don't worry about being boring stay with what you know everybody watching this knows a lot about something find your opportunities there and invest there and you will be a very successful investor
Comments 0